Latest Institutional Sells of Wiswisdomtree Tr (DNL)
This list provides information on the latest institutional transactions involving Wiswisdomtree Tr (DNL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-351K- 72.94% |
$12.9M - $14.3M
|
130K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163K- 22.47% |
$5.98M - $6.66M
|
563K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101K- 67.73% |
$3.71M - $4.13M
|
48.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 6.84% |
$1.83M - $2.04M
|
682K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.3K- 36.22% |
$1.81M - $2.01M
|
86.7K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.4K- 98.86% |
$1.26M - $1.4M
|
397
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.1K- 43.14% |
$882K - $982K
|
31.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.3K- 5.71% |
$598K - $665K
|
269K
$9.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 1.63% |
$410K - $457K
|
675K
$24.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-9.74K- 2.23% |
$357K - $398K
|
427K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 10.0% |
$236K - $263K
|
58K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.36K- 0.84% |
$233K - $260K
|
754K
$27.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.08K- 2.52% |
$113K - $126K
|
119K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.87K- 1.99% |
$105K - $117K
|
141K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 6.31% |
$98.4K - $110K
|
39.8K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.23K- 2.16% |
$45.2K - $50.4K
|
55.9K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 2.66% |
$37.1K - $41.3K
|
37K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 4.18% |
$26.7K - $29.8K
|
16.7K
$616K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-619- 0.73% |
$22.7K - $25.3K
|
84.5K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-433- 1.63% |
$15.9K - $17.7K
|
26.1K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-387- 2.12% |
$14.2K - $15.8K
|
17.9K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-331- 5.79% |
$12.1K - $13.5K
|
5.38K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-247- 54.41% |
$9.05K - $10.1K
|
207
$7.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 0.36% |
$8.36K - $9.3K
|
63.7K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-98- 0.96% |
$3.59K - $4K
|
10.1K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 13.04% |
$2.75K - $3.06K
|
500
$18.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-39- 0.82% |
$1.43K - $1.59K
|
4.73K
$174K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-36- 0.08% |
$1.32K - $1.47K
|
43.8K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$183 - $204
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3- 0.03% |
$110 - $122
|
9.36K
$345K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.45K- 3.5% |
$53.6K - $57.9K
|
40K
$1.47M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 8.79% |
$37.8K - $40.8K
|
10.6K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-785- 73.71% |
$29.1K - $31.4K
|
280
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-530- 99.62% |
$19.6K - $21.2K
|
2
$73.7
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 1.66% |
$2.63K - $2.84K
|
4.21K
$155K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-594- 0.36% |
$21K - $23.2K
|
167K
$6.14M
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-240- 40.68% |
$7.64K - $8.9K
|
350
$12.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 33.14% |
$1.81K - $2.11K
|
115
$4.24K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-19.1K- 75.17% |
$634K - $700K
|
6.31K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 12.79% |
$68.5K - $75.7K
|
14.1K
$519K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.31K- 16.45% |
$43.4K - $47.9K
|
6.64K
$244K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-511- 0.86% |
$16.9K - $18.7K
|
58.7K
$2.16M
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 5.3% |
$2.91K - $3.07K
|
1.5K
$55.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.24K- 75.69% |
$236K - $259K
|
2.33K
$85.7K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-250- 26.88% |
$6.85K - $8.41K
|
680
$25K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-36.7KClosed |
$1.16M - $1.48M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-24.2KClosed |
$767K - $977K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-12.2KClosed |
$387K - $493K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.15KClosed |
$163K - $208K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5.13KClosed |
$162K - $207K
|
0
$0
|
|